TWINNING LIGHT PROJECT FICHE
BASIC INFORMATION
1.1.
1.2.
1.3.
CRIS and Twinning Number:
Title: “Further strengthening of the institutional capacity of the Agency for
Economic Analysis and Forecasting”
Location: Sofia, Bulgaria
BACKGROUND
Bulgaria has been the beneficiary of accession related PHARE institution building projects
since 1998. A number of institution building projects have been or are being completed
successfully in the form of full scale twinning with the assistance of Member States
experts. However at this stage after the Bulgaria’s accession in the EU there is a clear
demand to establish a more flexible institution building instrument to address specific wellcircumscribed self contained subjects of limited scope. The purpose is to provide the
possibility to respond to emerging tasks in a more flexible and immediate way.
With respect to the extended scope of responsibilities of the Agency for Economic Analysis
and Forecasting (AEAF) and in order to further increase the Agency’s capability to better
perform the duties assigned, it is necessary to undertake measures to further strengthen the
institutional capacity of AEAF.
To achieve the above stated goal, several types of actions should be undertaken:

Further strengthening of the administrative capacity of the AEAF - to perform
SWOT analyses of the 5 AEAF Directorates, to elaborate a Report with
recommendations for redefinition of directorates’ functions and tasks, elimination
of overlapping functions, to draw a Strategic Plan of the AEAF over the period
2008-13 with a redefined mission, vision, strategic objectives, priority areas, and
formulated objective criteria and indicators for meeting the strategic objectives and
the annual priority goals set

Development and implementation of the regional dimension of economic analysis
and forecasting - the aim is to implement methodologies for regional decomposition
of national-level macroeconomic indicators so as to be able to expand and deepen
the Agency’s macroeconomic analyses and forecasting in view of the continuing
decentralisation process in Bulgaria.

Further development of the AEAF’s Data Warehouse project - the aim is to work
out a detailed technical specification for customisation of the software to be
delivered under Supply contract EuropeAid/121341/D/SV/BG to build the AEAF’s
Data warehouse as a contemporary data warehouse, corresponding to best EU
standards.

Further implementation of AEAF’s HR Development and Training Plan - the aim is
to enhance the AEAF’s staff capacity in performance management , development of
implementation criteria, and methods and tools for goal setting, planning,
monitoring and assessment of performance/implementation, strategic planning,
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controlling, organisational development, change management; implementation of
the EMU related acquis, including the EU economic policies coordination
mechanism.
DESCRIPTION OF THE ASSIGNMENT
3.1
Beneficiary(ies)
3.1.1. Detailed description of the main beneficiary institution
The Agency for Economic Analysis and Forecasting (AEAF) is a government executive
agency under the Administration Act and assists the Minister of Finance of the Republic of
Bulgaria in the exercise of the powers thereof by means of preparation of analyses,
forecasts and strategic documents. Currently AEAF employs 65 persons distributed in five
directorates: Macroeconomic Analyses, Economic Policy and Forecasting, National
Development Plan, EU Economic Policies and International Cooperation, and
Administrative, Legal and Financial Affairs (see Annex 1).
Principal functions and tasks of the Agency:
 analyses the economic performance of Bulgaria and the current business
environment and elaborates assessments on the country's economic development
prospects;
 prepares short-, medium- and long-term forecasts for Bulgaria's economic
development trends under different economic policy scenarios;
 prepares the macroeconomic budget framework for the current year and the
following three years;
 prepares and/or coordinates the elaboration of the National Development Plan and
the National Strategic Reference Framework;
 participates in the elaboration of the Government's strategic documents and assesses
their compliance with the National Development Plan and the National Strategic
Reference Framework;
 elaborates and updates annually the Convergence Programme of the Republic of
Bulgaria in accordance with the Stability and Growth Pact;
 coordinates inter-departmental work on the preparation of the National Reform
Programme of the Republic of Bulgaria as well as the monitoring and analysis of
its implementation in line with the Relaunched Lisbon Strategy;
 is responsible for the preparation of regular reports on the macroeconomic impact
of the absorption of EU funds, the implementation of the National Strategic
Reference Framework and the Operational Programmes;
 carries out analyses of the implementation of major infrastructure projects focusing
on their economic impact;
 is put in charge of the assessment of the anticipated effects on macroeconomic level
of any changes in the legislative and regulatory framework and economic policy.
 Elaboration of strategic and programme documents for the participation of Bulgaria
in the Structural and Cohesion Fund of the EU.
 Elaboration and submission of strategic documents ensuring the macroeconomic
and fiscal stability of Bulgaria in the mid-term as well as smooth transition to full
membership of the Economic and Monetary Union of the EU.
 Ensuring analytical and forecasting support of the achieved macroeconomic
stability and keeping the sustainability of the public finances during the first year of
the membership of Bulgaria in the EU.
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3.1.2. The context in the beneficiary country (BC) and linked activities
The Agency together with other ministries and institutions elaborates and suggests specific
economic programmes and observes and assesses their implementation. The AEAF has
participated in the pre-accession negotiations and the preparation of Bulgaria for a fullfledged membership in the EU. It has been the leading institution for Negotiating Chapter
11 ‘Economic and Monetary Union’, and has been actively involved in the work of
Negotiating Chapters 21 ‘Regional Policy’ and 29 ‘Financial and Budgetary Provisions’.
Specifically, AEAF together with other ministries and institutions elaborates and suggests
specific economic programs and observes and assesses their implementation. It has been
responsible for the elaboration and annual update of the Pre-accession Economic
Programme. Following the country’s accession to the EU, AEAF is entitled with the
preparation of the country’s Convergence Programme. The AEAF has been in charge of the
preparation of the National Development Plan 2007-2013 and has had a coordination role
in the process of Operational Programmes’ development. The Agency is also responsible
for the elaboration of the National Reform Program.
With a view to the accession of the country to the EU in 2007 and with respect to the broad
responsibilities of AEAF, a number of measures were undertaken in order to strengthen the
institutional capacity of AEAF.
AEAF, together with the German Federal Ministry of Economics and Technology,
successfully completed a PHARE Twinning project BG2004/IB/FI/10 “Strengthening of
the institutional capacity of the Agency for Economic Analysis and Forecasting”, which is
component 5 of PHARE BG/2004/016-711.09.04 “Strengthening the Institutional Capacity
of the Ministry of Finance”. The Twinning project consisted of four components:
Component 1: Alignment of the existing regulatory framework of the AEAF with best EU
practices;
Component 2: Optimisation of the organisational structure of the AEAF and further human
resources development;
Component 3: Improvement of existing tools applied in the AEAF for economic
forecasting and policy analysis and development of a new methodological framework;
Component 4: Development and implementation of a Data Warehouse System.
This project is also linked to the accomplishment of the hardware and software supply
under Component 6 of PHARE Project BG2004/016-711.09.04 “Strengthening the
Institutional Capacity of the Ministry of Finance”.
Following the results from the project and the recommendations from the Final report for
activities linked to the further strengthening of the administrative capacity of the AEAF,
development and implementation of the regional dimension of economic analysis and
forecasting, further development of the AEAF’s Data Warehouse project and the further
implementation of AEAF’s HR Development and Training Plan the present Project Fiche
was drawn up.
3.1.3. The proposed methodology for implementing the intended reform
The planned action shall be carried out through a follow-up Twinning light project, as a
logical continuation of the PHARE Twinning project BG2004/IB/FI/10 “Strengthening of
the institutional capacity of the Agency for Economic Analysis and Forecasting and will
lead to successful implementation of its achievements. The current Twinning light project
is considered as the most appropriate means to answer the further needs of the AEAF since
it is meant to address specific targets of limited scope.
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3.1.4. Steering Committee
A Project Steering Committee (PSC) will be established for the strategic management of
the project. The PSC will include the MS and BC project leaders and the component
leaders. Officials and experts the Central Finance and Contracts Unit, Ministry of Finance,
will be invited as observers.
The following Steering Committee meetings shall be held during the project
implementation.



Kick-off Meeting at the project’s start.
Steering Committee during the 3rd month to discuss and approve the start-up report
Final Steering Committee to discuss and approve the final report.
3.1.5 BC Project Leader
The assigned BC Project Leader shall be:
Mr. Petar Chobanov
Executive Director of the Agency for Economic Analysis and Forecasting
31, “Aksakov” Str.
1000 Sofia
Tel.: (+ 359 2) 9859 56 00
E-mail: p.chobanov@aeaf.minfin.bg
3.2
Global and specific objectives

Overall objective
Further strengthening the institutional capacity of the AEAF in the first years after
the accession of Bulgaria to the EU by provision of MS assistance to meet the
challenges in the identified priority areas.
Project Purpose
To enhance the administrative and operational capacity of the AEAF, to improve the
regional dimension of economic analysis and forecasting, further to develop the AEAF’s
Data Warehouse project and to update and implement the AEAF’s HR Development and
Training plan.
3.3
Requested services / nature of activities
Component 1: Further strengthening of the administrative capacity of the AEAF
Activities:
A1.1. To design and apply on a pilot basis Method for performing organisational analysis
of AEAF and its units so as to improve the ability of AEAF to grow and develop:
Expected MS input
The envisaged MS input for this activity is 28 man-days, allocated as shown in table 2.
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Type of input:
- 3 days mission of 2 STE to Bulgaria for one-day Workshop on methods and techniques
for organisational analysis
- 5 days mission of 2 STEs to Bulgaria to perform together with the respective head of
Directorate SWOT analyses of the 5 AEAF Directorates
- 3 days mission of 2 STEs to Bulgaria to analyse the different functions performed of the
separate administrative units so as to identify cross-functional or redundant activities
and pinpoint any new tasks not included in the current Statute Rules
- 3-days mission of 2 STEs to Bulgaria to elaborate, based on the analyses performed, a
Report with recommendations for redefinition of directorates’ functions and tasks
(where applicable), elimination of overlapping functions, identification of bottlenecks
and drawbacks.
A1.2. To draw a Strategic Plan of the AEAF over the period 2008-13 with a redefined
mission, vision, strategic objectives, priority areas, and formulated objective criteria and
indicators for meeting the strategic objectives and the annual priority goals set
Expected MS input
The envisaged MS input for this activity is 22 man-days, allocated as shown in table 2.
Type of input:
- 3-day mission of 2 STEs to Bulgaria to review and analyse AEAF’s mission, vision,
strategic objectives, annual goals and operational plans thereof
- 3-day mission of 2 STEs to Bulgaria to elaborate, based on the analysis, a Report
with recommendations and proposal for a redefinition of AEAF mission, vision,
strategic objectives, annual goals and operational plans to be discussed at a 1 day
workshop with AEAF senior management staff;
-
-
5 day mission of 2 STEs to Bulgaria to draw up, together with AEAF senior
management staff and also based on the results of Activity 1.1., a Strategic Plan of
the AEAF over the period 2008-13 with a redefined mission, vision, strategic
objectives, priority areas, and formulated objective criteria and indicators for
meeting the strategic objectives and the annual priority goals set.
Formal approval of the jointly elaborated Strategic Plan by an Order of the
Executive Director
Component 2: Development and implementation of the regional dimension of
economic analysis and forecasting
Based on the results and findings of PHARE Twinning project BG2004/IB/FI/10
“Strengthening of the institutional capacity of the Agency for Economic Analysis and
Forecasting”, the activities under this component aim at implementing the suggested
methodologies for regional decomposition of national-level macroeconomic indicators so
as to be able to enrich and complement the Agency’s macroeconomic analyses and
forecasting in view of the continuing decentralisation process in Bulgaria.
Activities:
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A2.1. To design and construct composite economic development indexes based on data
provided by National Statistical Institute, Ministry of Regional Development and Public
Works, and Ministry of Labour and Social Policy
Expected MS input
The envisaged MS input for this activity is 20 man-days, allocated as shown in table 2.
Type of input:
- 5 days 2 STEs mission to Bulgaria to coach the AEAF experts on designing and
constructing the composite economic development indexes
- 5 days 2 STEs mission to Bulgaria to check the results, make corrections and ranking
the regions
A2.2. To use the results of Activity A2.1. for analysing and forecasting the regional
economic development, including regional demographic dynamics.
Expected MS input
The envisaged MS input for this activity is 20 man-days, allocated as shown in table 2.
Type of input:
- 5 days 2 STEs mission to Bulgaria to work on the analysis of the regions and on the
demographic forecasting exercise
- 5 days 2 STEs mission to Bulgaria to work on the regional forecasting exercise
A2.3. To elaborate a working paper on regional economic analysis and forecasting,
including demographic forecasting.
Expected MS input
The envisaged MS input for this activity is 20 man-days, allocated as shown in table 2.
- 2 days 2 STEs mission to Bulgaria to train AEAF’s experts in usage of specific software
tools for publishing the results of regional analysis and forecasting
- 8 days 2 STEs mission to Bulgaria to prepare a working paper on regional analysis and
forecasting to be published in the AEAF publications series using the specific
software tools for publishing the results of regional analysis and forecasting
Component 3: Further development of the AEAF’s Data Warehouse project
Based on the results and findings of PHARE Twinning project BG2004/IB/FI/10
“Strengthening of the institutional capacity of the Agency for Economic Analysis and
Forecasting”, the activities under this component aim at implementing the best EU practice
in data warehouse design, building, maintenance and use.
The goal of the component is to work out a detailed technical specification for
customisation of the software to be delivered under Supply contract
EuropeAid/121341/D/SV/BG (Phare Project BG 2004/016-711.09.04) to build the
AEAF’s Data warehouse as a contemporary data warehouse, corresponding to best EU
standards. The elaborated detailed technical specification will be used for a tendering
procedure for provision of services at the final stage of AEAF’s Data warehouse
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construction. This is indispensable for the successful and effective functioning of the Data
warehouse, since the Supply contract above aims at only delivering the basic software and
hardware to build the system. The contract does not allow for fitting the equipment to the
specific informational and data needs of AEAF, particularly with respect to providing full
metadata and data description and systematisation.
The activities under this final stage are going to be financed either by the Structural funds
of the EU or by the State budget of Bulgaria. In this regard, consultations with the OPAC
Implementing authority have been already initiated.
Activities:
A3.1. To work out a concept of AEAF’s Data warehouse
The goal of the activity is to work out the part of detailed technical specification relevant to
the concepts and main features of the AEAF’s Data warehouse, Data organisation and
Metadata Repository. The AEAF’s Data warehouse should provide:
• a single access point for statistical data and metadata across the Agency;
• a single, common mechanism for rapid data location and extraction;
• a centralised system for access rights management;
• a single repository with which analytical tools and publication processes can be integrated.
The activity should have as a result the design of metadata repository structure and
databases models.
Expected MS input
The envisaged MS input for this activity is 20 man-days, allocated as shown in table 2.
Type of input:
- 5 days mission of 2 STEs to Bulgaria to work (in collaboration with AEAF experts) on
the design of data organisation, concepts and main features of the AEAF’s Data
warehouse customisation
- 5 days mission of 2 STEs to Bulgaria to work (in collaboration with AEAF experts) on
the design of structure and usage of metadata repository
A3.2. To work out Input and Output mechanisms of AEAF’s Data warehouse
The goal of the activity is to work out the part of a detailed technical specification which
specifies the requirements for services to be delivered at the finalisation stage of the
process, namely:
• the input mechanisms (Input Gate of Data warehouse);
• the usage of ETL (Extracting, Transforming and Loading) tools for regular filling the data
warehouse;
• the usage of ETL tools for initial loading of data into the data warehouse (migration of the
AEAF’s archival data);
• data providers interface;
• Data Warehouse browser;
• Interface to and integration of external analytical tools.
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Expected MS input
The envisaged MS input for this activity is 20 man-days, allocated as shown in table 2.
Type of input:
- 5 days mission of 2 STEs to Bulgaria to work (in collaboration with AEAF experts) on
the design of the input and output procedures (incl. ETL, Data Cleaning and OLTR
tools).
- 5 days mission of 2 STEs to Bulgaria to work (in collaboration with AEAF experts) on
the design of the input Excel interface and data migration procedures (for initial
loading of AEAF’s Excel-format archival data).
A3.3. To work out a detailed technical specification for AEAF’s Data warehouse
customisation
The goal of the activity is to summarise the result of the Activities A3.1. and A3.2. and
elaborate the detailed technical specification for AEAF’s Data warehouse completion. The
specification will be used for a tendering procedure in the final stage of AEAF’s Data
warehouse construction.
Expected MS input
The envisaged MS input for this activity is 10 man-days, allocated as shown in table 2.
Type of input:
- 5 days mission of 2 STEs to Bulgaria to finalise the draft of the technical specification.
Component 4: Further implementation of AEAF’s HR Development and Training
Plan
Activities:
A4.1. To train the AEAF senior staff in administrative and HR management in line with the
best EU practices in public administration so as to deepen the understanding between
strategic documents and operational performance management
Expected MS input
The envisaged MS input for this activity is 8 man-days (2 missions of 2 STEs to Bulgaria,
2 working days each), allocated as shown in table 2.
Type of input:
- A two-day practical seminar for heads of departments and directors on performance
management prioritising of goals and goal setting, development of implementation
criteria, and methods and tools for goal setting, planning, monitoring and assessment
of performance/implementation, strategic planning, controlling, organisational
development, change management;
- A two-day seminar in advanced human resources management skills, motivation of
personnel and training on how to improve organizational productivity in public
administration body.
A4.2. To train the specialised AEAF staff and experts from other institutions, participating
in the process, on the mechanism of EU economic policies coordination to ensure better
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and effective representation of Bulgaria on EU level in view of the forthcoming EMU
membership of Bulgaria.
Expected MS input
The envisaged MS input for this activity is 4 man-days (1 mission of 2 STEs to Bulgaria, 2
working days), allocated as shown in table 2.
Type of input:
- A two-day workshop on the implementation of the EMU related Acquis, including the
EU economic policies coordination mechanism (both on Community and national
level), and the role of the Agency and other government institutions in the preparation
of Bulgaria for EMU membership.
A4.3. Study visit of 8 AEAF staff members for 5 working days in a MS
Expected MS input
The study visit will complement the other project activities by providing on-the spot
acquaintance with and further approximation to best practices of member states, and by
sharing experience and comparing different points of MS experts’ view on some of the
most critical issues that are targeted by this project. The relevant topics for discussion
during the study visit are briefly described here below:
Administrative capacity:
- Organisational and functional analysis of administrative units – new approaches to the
assessment of functions – relevance, efficiency and efficacy; good practices in goalrelevance appraisal of daily activities; defining the optimal structure of administrative units
and the schedule of the positions;
- Institutional practices in the area of strategic governance, incl. quality management and
controlling, definition of mission, vision and strategic objectives, the entire process of
putting annual goals for implementation, their synchronisation across departments and the
indicators to measure the results thereof;
- Formal and informal inter-institutional mechanisms for coordination of the EMU related
acquis’ implementation;
- Organizational and technical issues related to project cycle management and project
implementation.
Regional analysis and forecasting:
- Applied regional analysis and forecasting (for example to BBR, IAB, etc.) with regard to:
GDP and its sectoral structure developments, labour market, price and wage dynamics,
interregional trade;
- Application of a methodology for designing and using composite indicators. The final aim
is to adapt and implement such methodology for ranking the regions in Bulgaria. (related to
Activity A2.1);
- Detailed studying of the methods used for building and maintenance of Continuing
Spatial Monitoring Systems. (related to Activity A2.2);
- Studing in detail the models for Regional Demographic Forecasting. To gain experience
in the field of cluster analysis usage for increasing the forecasts’ exactitude. (related to
Activity A2.2, A2.3);
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- Usage of specific software tools for publishing the results of regional analysis and
forecasting. (related to Activity A2.3).
Data Warehouse practical:
- Deeper insight into the way how OECD.Stat (or other suitable data warehouse) is
organised and works – Design Features and Concepts, Data Organization, Data provision
interface, “Entry Gate” and “Exit Gate” concepts, OECD.Stat Web Browser, other outputs,
etc. (related to Activity A3.2).
- Taking a firs-hand look at the experience and practice in the usage of Excel as a tool for
time series forming and filling the time series data bases (e.g. OECD, Deutsche
Bundesbank, etc.). Detailed acquaintance with the used algorithms and procedures will be
very useful for ensuring the initial loading of the information into the AEAF’s Data
warehouse. (related to Activity A3.2).
- Discussing the formulation of more precise requirements to the project for AEAF’s data
warehouse. (related to Activity A3.3).
Type of input:
Meetings, presentations, discussions, exchange of documentation, practice.
 Total budget available
The project will be implemented through a Twinning Light Contract estimated at 210 000
Euro. National co-financing up to 10% of the PHARE budget will be provided, in addition
to the PHARE amount, by the National Fund Directorate at the Ministry of Finance.
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3.4
Mandatory result and benchmarks
Activities
Expected results
Benchmarks
1. Further strengthening of the administrative capacity of the AEAF
A1.1. To design and apply on a
pilot basis Method for performing
organisational analysis of AEAF
and its units so as to improve the
ability of AEAF to grow and
develop:
R1. Acquired knowledge in organisational analysis
R2. Performed SWOT analyses for all five AEAF
directorates
R3. Identified cross-functional or redundant
activities of the administrative units
One Workshop on methods and techniques for
organisational analysis conducted
Report with recommendations and proposal
for a redefinition of AEAF mission, vision,
strategic objectives, annual goals and
operational plans
Report with recommendations for redefinition
of directorates’ functions and tasks (where
applicable), elimination of overlapping
functions, identification of bottlenecks and
drawbacks.
A1.2. To draw a Strategic Plan of
the AEAF over the period 2008-13
with a redefined mission, vision,
strategic objectives, priority areas,
and formulated objective criteria
and indicators for meeting the
strategic objectives and the annual
priority goals set
R4. Analysis of the current status and
recommendations and proposal for a redefinition of
AEAF mission, vision, strategic objectives, annual
goals and operational plans
Elaborated a Strategic Plan of the AEAF over
the period 2008-2013
R5. Re-defined mission, vision and strategic
objectives of the AEAF over the period 2008-2013,
identified priority areas, formulated objective criteria
and indicators for meeting the strategic objectives
and the annual priority goals set
R6. Formulated objective criteria and indicators for
meeting the strategic objectives and the annual
priority goals set
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Activities
Expected results
Benchmarks
2. Development and implementation of the regional dimension of economic analysis and forecasting
A2.1. To design and construct
composite economic development
indexes based on data provided by
National Statistical Institute,
Ministry of Regional Development
and Public Works, and Ministry of
Labour and Social Policy
R7. Composite economic development indexes
(CEDIs) constructed and applied.
A2.2. To use the results of Activity
2.1. for analysing and forecasting
the regional economic
development, including regional
demographic dynamics.
R9. A forecast of the development of the Bulgarian
regions performed.
A2.3. To elaborate a working paper
on regional economic analysis and
forecasting, including demographic
forecasting.
R11. AEAF’s experts trained in usage of specific
software tools for publishing the results of regional
analysis and forecasting
Activities
Expected results
Report with methodology of CEDIs
construction and results of their applying.
R8. Ranking of the regions performed
Report on the works;
Regional forecast;
R10. A demographic forecast for Bulgarian regions
performed.
Demographic forecast; Working paper
R12. Working paper on regional economic analysis
and forecasting, including demographic forecasting
in place
Benchmarks
3. Further development of the AEAF’s Data Warehouse project.
A3.1. To work out a concept of R13. Elaborated a part of detailed technical Reports of the experts;
AEAF’s Data warehouse
specification concern the concepts and main features
of the AEAF’s Data warehouse, Data organisation
and Metadata Repository.
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A3.2. To work out Input and
Output mechanisms of AEAF’s
Data warehouse
A3.3. To work out a detailed
technical specification for AEAF’s
Data warehouse customisation
R14. Elaborated a part of detailed technical Reports of the experts;
specification concern Input/Output mechanisms and
Data migration
R15. Elaborated detailed technical specification to be Detailed specification for building of the
used for a tendering procedure in the final stage of AEAF’s Data Warehouse;
AEAF’s Data warehouse construction.
Activities
Expected results
Benchmarks
4. Further implementation of the training program of the AEAF
A4.1. To train the AEAF senior
staff in administrative and HR
management in line with the best
EU practices in public
administration so as to deepen the
understanding between strategic
documents and operational
performance management
R.16. Training in performance management
(prioritising of goals and goal setting, development
of implementation criteria, and methods and tools for
goal setting, planning, monitoring and assessment of
performance/implementation), controlling,
organisational development, change management
A4.2. To train the specialised
AEAF staff and experts from other
institutions, participating in the
process, on the mechanism of EU
economic policies coordination to
ensure better and effective
representation of Bulgaria on EU
level in view of the forthcoming
EMU membership of Bulgaria.
R18. Better understanding of the mechanism of EU
economic policies coordination to ensure more
effective representation of Bulgaria on EU level in
view of the forthcoming EMU membership of
Bulgaria.
R.17. Training in advanced human resources
management skills, motivation of personnel and
training on how to improve organizational
productivity in public administration body
- Practical seminar on performance
management p,strategic planning, controlling,
organisational development, change
management conducted
- Seminar in advanced human resources
management skills, motivation of personnel
and training on how to improve organizational
productivity in public administration body
conducted
Performed a two-day workshop on the
implementation of the EMU related Acquis,
including the EU economic policies
coordination mechanism (both on Community
and national level), and the role of the Agency
and other government institutions in the
preparation of Bulgaria for EMU membership
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A4.3. Study visit of 8 AEAF staff
members for 5 working days in a
MS
R19. Enhanced capacity of AEAF management for
effective and efficient strategic governance,
R20. Enhanced capacity in inter-institutional
mechanisms for coordination of the EMU related
acquis’ implementation
Study visit performed.
Good European practices identified and
examined.
First-hand knowledge gained and mutually
beneficial contacts established.
R21. Strengthened capacities for project
management
R22. Exchanged experience in regional analyses and
forecasting
R23. Acquired knowledge on dada warehouse
customisation and Excel format data migration
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EXPERTS PROFILE
MS Project Leader Profile
Education:
business administration, economics/econometrics etc.
Years of experience: minimum 5 years
Professional qualities:
experience in the implementation of EU
programmes and projects; fluency in English;
Key STE 1 Profile
Education:
business administration, management.
Years of experience: minimum 5 years
Professional qualities:
administrational and organisational issues, human
resources; fluency in English;
Key STE 2 Profile
Education:
business administration, economics, European integration
etc
Years of experience: minimum 5 years
Professional qualities:
economic analysis and forecasting; international
economics; European economic integration, fluency in English;
Key STE 3 Profile
Education:
business administration, economics/econometrics etc.
Years of experience: minimum 5 years
Professional qualities:
analysis and forecasting of regional developments;
regional economics; modelling; statistics; composite indexes, fluency in English;
Key STE 4 Profile
Education:
computer sciences
Years of experience: minimum 5 years
Professional qualities:
database and data warehouse design, construction;
customisation, maintenance, fluency in English;
Key STE 5 Profile
Education:
computer sciences
Years of experience: minimum 5 years
Professional qualities:
ETL tools, design of input/output procedures for
data warehouse, Excel and Excel-like interfaces, fluency in English;
All experts are expected:

To demonstrate good organizational skills, to be a good communicator and team
work facilitator

To have a good command of the English language.
The interested Member State institution shall include in its proposal the CVs of the
designated Project Leader and the proposed Short-term experts and the specific tasks
to which they will be assigned.
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LOCATION AND DURATION
5.1
5.2
Starting date 1: March 2008
Finishing date of the assignment: August 2008
5.3
Schedule and number of units (man-days) for the
Table 2
Activities
Type
Man-days
1. Further strengthening of the administrative capacity of the AEAF
A1.1. To design and apply on a pilot basis Method for
performing organisational analysis of AEAF and its units so
as to improve the ability of AEAF to grow and develop:
STEs mission 1x3 days x 2
experts
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STEs mission 1x5 days x 2
experts
STEs mission 2x3 days x 2
experts
A1.2. To draw a Strategic Plan of the AEAF over the period
2008-13 with a redefined mission, vision, strategic
objectives, priority areas, and formulated objective criteria
and indicators for meeting the strategic objectives and the
annual priority goals set
STEs mission 1x3 days x 2
experts
22
STEs mission 1x3 days x 2
experts
STEs mission 1x5 days x 2
experts
2. Development and implementation of the regional dimension of economic analysis and
forecasting
A2.1. To design and construct composite economic
development indexes based on data provided by National
Statistical Institute, Ministry of Regional Development and
Public Works, and Ministry of Labour and Social Policy
STEs missions 2x5 days x 2
experts
20
A2.2. To use the results of Activity 2.1. for analysing and
forecasting the regional economic development, including
regional demographic dynamics.
STEs missions 2x5 days x 2
experts
20
A2.3. To elaborate a working paper on regional economic
STE mission 1x2 days x 2
analysis and forecasting, including demographic forecasting. experts
20
STE mission 1x8 days x 2
experts
3. Further development of the AEAF’s Data Warehouse project
A3.1. To work out a concepts and features of AEAF’s Data
warehouse
1
STEs mission 1x5 days x 2
experts
20
Cannot be before the date of signature of the contract
16
STEs mission 1x5 days x 2
experts
A3.2. To work out Input and Output mechanisms of
AEAF’s Data warehouse
STEs mission 1x5 days x 2
experts
20
STEs mission 1x5 days x 2
experts
A3.3. To work out a detailed technical specification for
AEAF’s Data warehouse completion
STEs mission 1x5 days x 2
experts
10
4. Further implementation of the training program of the AEAF
A4.1. To train the AEAF senior staff in administrative and
HR management in line with the best EU practices in public
administration so as to deepen the understanding between
strategic documents and operational performance
management
STEs missions 2x2 days x 2
experts
8
A4.2. To train the specialised AEAF staff and experts from
other institutions, participating in the process, on the
mechanism of EU economic policies coordination to ensure
better and effective representation of Bulgaria on EU level
in view of the forthcoming EMU membership of Bulgaria.
STEs mission 1x2 days x 2
experts
4
A4.3. Study visit of 8 AEAF staff members for 6 working
days in a MS
Proposed indicative time schedule (in the case of ‘Twinning Light’ projects emerging between
programming exercises and likely to be implemented within a very short timeframe,
give specific timing for each activity)
Activities
Component 1
A1.1.
A1.2.
Component 2
A2.1.
A2.2.
A2.3.
Component 3
A3.1.
A3.2.
A3.3.
Component 4
A4.1.
A4.2.
A4.3.
Months
1
2
3
4
5
6
10
6
6
6
6
10
10
4
16
10
10
10
10
6
10
10
10
10
4
4
4
x
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5.4
Location of assignment
Sofia, Bulgaria
REPORTING
6.1
Content, official language, format and number of reports
The twinning partners shall submit following reports:

A jointly drafted start-up report covering the first two months of the contract and
submitted during the third month.

A jointly drafted final report describing the project implementation, including detailed
information on the results achieved, follow-up recommendations and any necessary
corrective actions.
Reports will follow the templates of Annex C4 of the Common Twinning Manual
In addition to these formal reporting stages, the twinning partners are obliged to inform in
writing the Contracting Authority and the Monitoring bodies, as well as the final beneficiary of
the action of any critical aspects or conditions of project implementation, or any
amendments/modifications necessary within the budget.
All reports must be produced in English in electronic and hard copy. These reports shall be
signed by both project leaders.
Each report must be presented in electronic format one week prior to the Steering Committee
meetings (see below) and in 4 hard copies (2 of the copies for each of the Twinning Partners) to
the following address:
Mr Lubomir Tushanov
CFCU Director
Contracting Authority
102, Rakovski Str.
1000 Sofia, Bulgaria
The final versions should incorporate any comments and discussions during the Steering
Committee meetings.
The following Steering Committee meetings shall be held during the project
implementation.
 Kick-off Meeting at the project’s start.
 Steering Committee during the 3rd month to discuss and approve the start-up report
 Final Steering Committee to discuss and approve the final report.
6.2
Translation & interpretation needs
- Translation needs: not exceeding 3000 EUR
- Interpretation needs: not exceeding 2250 EUR
6.3
Date of submission
The start-up report will be submitted in the third month after the signing of the contract
and the final report – within the legal duration of the project.
18